Kevin Tran
Relationship Manager at Visionary Lenders- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Chinese (Traditional) Native or bilingual proficiency
-
Spanish Elementary proficiency
Topline Score
Bio
Credentials
-
NMLS
-
Experience
-
Visionary Lenders
-
United States
-
Financial Services
-
1 - 100 Employee
-
Relationship Manager
-
Dec 2022 - Present
Company NMLS- 2432260 - Building and Maintaining Broker Relationships - coach account executives on sale techniques and focus on increasing level of business - Provide support to internal account executives and processors - Responsible for strategies of marketing and advertising of specific products - Actively Managing a pipeline of 10 million + in active loans -Exercise administrative control over sale function of Sales team - strong skills and knowledge of the mortgage lending business and products that Visionary Lenders offers Show less
-
-
-
ResMac, Inc
-
United States
-
Financial Services
-
1 - 100 Employee
-
Wholesale Account Executive
-
Jul 2020 - Dec 2022
Company NMLS# 153098 Company NMLS# 153098
-
-
-
American Direct Financial
-
United States
-
Financial Services
-
1 - 100 Employee
-
Independent Contractor
-
Jul 2018 - Jul 2020
-Take a high volume of inbound calls -Review a client credit report and make recommendation for the best solution to resolve their debt whether it would be through a unsecured personal loan, or debt resolution. -Effectively communicate to educate clients on debt resolution while utilizing a consultative sales approach - Send emails and follow ups with clients at scheduled call back times -Take a high volume of inbound calls -Review a client credit report and make recommendation for the best solution to resolve their debt whether it would be through a unsecured personal loan, or debt resolution. -Effectively communicate to educate clients on debt resolution while utilizing a consultative sales approach - Send emails and follow ups with clients at scheduled call back times
-
-
-
Mr. Cooper
-
United States
-
Financial Services
-
700 & Above Employee
-
Mortgage Loan Officer
-
2016 - 2018
-
-
-
Village Management Services, Inc.
-
United States
-
Non-profit Organization Management
-
1 - 100 Employee
-
Dispatcher
-
Mar 2016 - May 2017
● Liaison between on-site managers, service reps, tenants, and owners● Confer with residents or supervising personnel to address questions, problems, or request for service via email, phone, fax, and dispatch radio.● Identified any operational and regulatory risk, and escalated as needed● Followed up with residents on all job orders processed to make sure it met their needs and that they were satisfied with the service● Micro-manage all service orders to ensure tickets that are being processed are accurate● Provide weekly reports on what appointments were missed, what service reps need to approve on, and our resident satisfactory list. Show less
-
-
Property service rep
-
Oct 2015 - Mar 2016
● Kept records of all resident interactions. ● Process all maintenance orders for residents● Created and process all contracts for residents
-
-
-
Trilogy Events LLC
-
Orange County, California Area
-
Artist Relations
-
Feb 2012 - Apr 2015
● Reviewed sales, customer concerns and new opportunities to drive business strategy at weekly planning sessions ● Perform responsibility activities for client hospitality but not limited to ground transportation, hotel booking, dinner reservations, and artist meet and greet for winners of promotional contest. ● Negotiate with talent agents for artists and creating profitable events. ● Reviewed sales, customer concerns and new opportunities to drive business strategy at weekly planning sessions ● Perform responsibility activities for client hospitality but not limited to ground transportation, hotel booking, dinner reservations, and artist meet and greet for winners of promotional contest. ● Negotiate with talent agents for artists and creating profitable events.
-
-
Education
-
Allied American University
Real Estate -
Saddleback College
Associate’s Degree, Communication, General -
Dana Hills High School
High School -
Mike Russ Financial Training Center
Insurance